SWM
SeaCrest Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
15,394
-716
| -4% | -$218K | 0.51% | 28 |
|
|
2025
Q1 | $4.64M | Buy |
16,110
+1,181
| +8% | +$340K | 0.53% | 25 |
|
|
2024
Q4 | $3.61M | Buy |
14,929
+1,518
| +11% | +$368K | 0.38% | 37 |
|
|
2024
Q3 | $3.26M | Buy |
13,411
+2,698
| +25% | +$656K | 0.35% | 45 |
|
|
2024
Q2 | $2.3M | Buy |
10,713
+1,035
| +11% | +$223K | 0.26% | 64 |
|
|
2024
Q1 | $1.99M | Sell |
9,678
-942
| -9% | -$194K | 0.24% | 77 |
|
|
2023
Q4 | $2.01M | Sell |
10,620
-1,058
| -9% | -$200K | 0.25% | 75 |
|
|
2023
Q3 | $2M | Sell |
11,678
-834
| -7% | -$143K | 0.26% | 74 |
|
|
2023
Q2 | $2.23M | Buy |
12,512
+104
| +0.8% | +$18.5K | 0.28% | 66 |
|
|
2023
Q1 | $2.27M | Sell |
12,408
-521
| -4% | -$95.5K | 0.31% | 62 |
|
|
2022
Q4 | $2.19M | Sell |
12,929
-424
| -3% | -$71.9K | 0.31% | 60 |
|
|
2022
Q3 | $2.07M | Buy |
13,353
+1,613
| +14% | +$249K | 0.31% | 58 |
|
|
2022
Q2 | $1.98M | Buy |
11,740
+1,577
| +16% | +$266K | 0.25% | 71 |
|
|
2022
Q1 | $1.84M | Sell |
10,163
-217
| -2% | -$39.2K | 0.21% | 91 |
|
|
2021
Q4 | $1.78M | Sell |
10,380
-1,263
| -11% | -$216K | 0.19% | 98 |
|
|
2021
Q3 | $1.91M | Sell |
11,643
-576
| -5% | -$94.6K | 0.23% | 82 |
|
|
2021
Q2 | $2.02M | Buy |
12,219
+1,390
| +13% | +$230K | 0.24% | 85 |
|
|
2021
Q1 | $1.73M | Sell |
10,829
-79
| -0.7% | -$12.6K | 0.23% | 91 |
|
|
2020
Q4 | $1.95M | Sell |
10,908
-864
| -7% | -$154K | 0.27% | 80 |
|
|
2020
Q3 | $2.09M | Sell |
11,772
-6,629
| -36% | -$1.17M | 0.33% | 65 |
|
|
2020
Q2 | $3.08M | Buy |
18,401
+2,650
| +17% | +$444K | 0.53% | 39 |
|
|
2020
Q1 | $2.33M | Buy |
15,751
+1,943
| +14% | +$288K | 0.5% | 44 |
|
|
2019
Q4 | $1.97M | Sell |
13,808
-6,298
| -31% | -$900K | 0.33% | 66 |
|
|
2019
Q3 | $2.79M | Buy |
20,106
+5,470
| +37% | +$760K | 0.52% | 43 |
|
|
2019
Q2 | $1.95M | Sell |
14,636
-3,624
| -20% | -$483K | 0.4% | 62 |
|
|
2019
Q1 | $2.23M | Sell |
18,260
-578
| -3% | -$70.5K | 0.38% | 51 |
|
|
2018
Q4 | $2.28M | Buy |
18,838
+4,015
| +27% | +$487K | 0.47% | 42 |
|
|
2018
Q3 | $1.67M | Sell |
14,823
-3,917
| -21% | -$442K | 0.28% | 66 |
|
|
2018
Q2 | $2.22M | Sell |
18,740
-455
| -2% | -$54K | 0.4% | 47 |
|
|
2018
Q1 | $2.42M | Sell |
19,195
-181
| -0.9% | -$22.8K | 0.44% | 48 |
|
|
2017
Q4 | $2.4M | Buy |
+19,376
| New | +$2.4M | 0.44% | 44 |
|